Summit Street Capital Management’s Micron Technology MU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $18.1M | Sell |
53,600
-38,863
| -42% | -$15.2M | 2.56% | 22 |
|
|
2025
Q4 | $26.4M | Sell |
92,463
-48,704
| -35% | -$11.2M | 4.15% | 7 |
|
|
2025
Q3 | $23.6M | Sell |
141,167
-116,000
| -45% | -$14.8M | 3.24% | 18 |
|
|
2025
Q2 | $31.7M | Buy |
257,167
+102,451
| +66% | +$9.57M | 5.23% | 1 |
|
|
2025
Q1 | $13.4M | Sell |
154,716
-89,917
| -37% | -$8.64M | 2.24% | 25 |
|
|
2024
Q4 | $20.6M | Buy |
244,633
+148,232
| +154% | +$15.1M | 3.23% | 15 |
|
|
2024
Q3 | $10M | Buy |
96,401
+13,964
| +17% | +$1.46M | 3.57% | 6 |
|
|
2024
Q2 | $10.8M | Sell |
82,437
-22,952
| -22% | -$2.89M | 3.96% | 6 |
|
|
2024
Q1 | $12.4M | Hold |
105,389
| – | – | 4.77% | 2 |
|
|
2023
Q4 | $8.99M | Hold |
105,389
| – | – | 3.81% | 5 |
|
|
2023
Q3 | $7.17M | Hold |
105,389
| – | – | 3.2% | 11 |
|
|
2023
Q2 | $6.65M | Hold |
105,389
| – | – | 3.13% | 11 |
|
|
2023
Q1 | $6.36M | Buy |
105,389
+35,476
| +51% | +$2.08M | 3.38% | 12 |
|
|
2022
Q4 | $3.49M | Sell |
69,913
-4,607
| -6% | -$252K | 2.21% | 21 |
|
|
2022
Q3 | $3.73M | Hold |
74,520
| – | – | 2.59% | 17 |
|
|
2022
Q2 | $4.12M | Buy |
74,520
+9,787
| +15% | +$665K | 2.7% | 16 |
|
|
2022
Q1 | $5.04M | Hold |
64,733
| – | – | 3.05% | 13 |
|
|
2021
Q4 | $6.03M | Buy |
64,733
+3,084
| +5% | +$241K | 3.76% | 8 |
|
|
2021
Q3 | $4.38M | Buy |
61,649
+4,607
| +8% | +$346K | 2.91% | 17 |
|
|
2021
Q2 | $4.85M | Hold |
57,042
| – | – | 3.1% | 14 |
|
|
2021
Q1 | $5.03M | Sell |
57,042
-3,200
| -5% | -$271K | 3.26% | 15 |
|
|
2020
Q4 | $4.53M | Hold |
60,242
| – | – | 3.39% | 12 |
|
|
2020
Q3 | $2.83M | Sell |
60,242
-6,487
| -10% | -$314K | 2.5% | 17 |
|
|
2020
Q2 | $3.44M | Hold |
66,729
| – | – | 2.88% | 10 |
|
|
2020
Q1 | $2.81M | Sell |
66,729
-12,024
| -15% | -$625K | 3.04% | 9 |
|
|
2019
Q4 | $4.24M | Sell |
78,753
-41,685
| -35% | -$1.99M | 3.41% | 9 |
|
|
2019
Q3 | $5.16M | Buy |
120,438
+41,685
| +53% | +$1.88M | 3.62% | 9 |
|
|
2019
Q2 | $3.04M | Sell |
78,753
-5,200
| -6% | -$198K | 2.95% | 21 |
|
|
2019
Q1 | $3.47M | Buy |
83,953
+7,903
| +10% | +$305K | 3.33% | 11 |
|
|
2018
Q4 | $2.41M | Buy |
76,050
+2,100
| +3% | +$79.6K | 2.74% | 17 |
|
|
2018
Q3 | $3.35M | Buy |
73,950
+29,970
| +68% | +$1.51M | 3.26% | 15 |
|
|
2018
Q2 | $2.31M | Buy |
43,980
+16,980
| +63% | +$918K | 2.24% | 23 |
|
|
2018
Q1 | $1.41M | Buy |
+27,000
| New | +$1.29M | 1.4% | 28 |
|
Other funds holding MU
VCM
VPM
Summit Street Capital Management's MU Position: Q1 2026 in Review
Summit Street Capital Management reduced its Micron Technology (MU) stake by 42% in Q1 2026, selling an estimated $15.2M and leaving 53,600 shares worth $18.1M. The position accounts for 2.56% of the portfolio, ranked #22.
Summit Street Capital Management first reported a position in MU in Q1 2018 and has held it in 33 quarters since. The position peaked at $31.7M in Q2 2025. 2,989 funds tracked by Wall St. Rank hold MU as of Q1 2026.
- Summit Street Capital Management held 53,600 shares of Micron Technology worth $18.1M as of Q1 2026.
- Summit Street Capital Management sold 38,863 Micron Technology shares in Q1 2026, an estimated $15.2M.
- Micron Technology made up 2.56% of Summit Street Capital Management's portfolio in Q1 2026, its #22 holding.
- Summit Street Capital Management first reported a position in Micron Technology in Q1 2018 and has held it in 33 quarters since.
- Summit Street Capital Management's Micron Technology position peaked at $31.7M in Q2 2025.
- 2,989 funds tracked by Wall St. Rank held Micron Technology as of Q1 2026.
Based on Summit Street Capital Management's 13F filing for Q1 2026, filed 15 May 2026.